Multi-location
One account, branches that work differently
Each location gets its own pipeline, staff, availability and numbers. Head office sees all of it rolled up, and nobody sees another branch’s customers.
The situation
Head office wants one view. Each branch wants its own way of working. Every reporting request becomes a data export and a phone call.
All sites
214
Bookings
389
Leads
24
Staff
Business-wide managers see across every site. Numbers roll up.
Isolated by default
A contact belongs to a location. Staff at one branch cannot read another branch’s records — not hidden in the interface, refused at the database.
Rolled up where it matters
Reports, dashboards and billing aggregate across every location you can see. An owner sees the group; a branch manager sees their branch.
Different, not identical
Pipelines, services, availability, quiet hours and phone numbers are per location, because a city-centre branch and a suburban one do not run the same week.
In short
See it on your own data.
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